42:22Lightcone: Consumer is back, What’s getting funded now, The vibes immaculate
From Y Combinator · Published Jul 20, 2024 · Watch on YouTube
TL;DR
Winter 2024 YC batch shows ~70% AI companies, resurgence of consumer and dev tool ideas, a shift away from crypto and local-market startups, and a record 99% technical founders. Total batch ARR tripled from $6M to $20M in three months. The hosts argue a platform shift makes every SaaS dollar contestable again, calling it the best time to build since the early web era.
Key insights
- ~70% of batch ideas are AI (vs 8% in Winter 2020); ~30% more dev tools than four years ago.
- Consumer ideas are returning; founders pivot from B2B SaaS to consumer, though some risk tar pit ideas (travel planning, bill splitting, roommate finder).
- Open-source dev tools increased 5× (5 companies in Winter 2020 → 22 in Winter 2024). A “shot across the bow” of closed-source tools.
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